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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
1126
Wealth Quarterback
New Jersey
$267K +$9.11K +50 +4%
WFC
1127
Western Financial Corp
California
$267K -$15.7K -86 -6%
MLL
1128
Moody Lynn & Lieberson
Massachusetts
$266K – – –
UCB
1129
United Community Bank
South Carolina
$265K -$47.2K -259 -15%
WEG
1130
World Equity Group
Illinois
$265K -$248K -1,362 -48%
EA
1131
Everpar Advisors
Oklahoma
$264K +$264K +1,450 New
FCFC
1132
First Citizens Financial Corp
Iowa
$263K – – –
GLA
1133
Good Life Advisors
Pennsylvania
$263K +$8.56K +47 +3%
DP
1134
Denver PWM
Colorado
$263K -$6.86M -37,651 -96%
FCIM
1135
Fairview Capital Investment Management
California
$260K – – –
FCA
1136
FinTrust Capital Advisors
South Carolina
$260K -$13.8K -76 -5%
PL
1137
Parthenon LLC
Kentucky
$259K – – –
BFP
1138
Beacon Financial Planning
Massachusetts
$258K +$1.09K +6 +0.4%
EWA
1139
Evolution Wealth Advisors
Florida
$257K – – –
CFGA
1140
Cambridge Financial Group (Arizona)
Arizona
$256K – – –
TWCA
1141
Two West Capital Advisors
Kansas
$256K +$256K +1,407 New
LFASL
1142
Lugano Financial Advisors SA (LFA)
Switzerland
$255K – – –
SFC
1143
SYM Financial Corp
Indiana
$254K +$254K +1,395 New
BC
1144
Barrett & Company
Rhode Island
$253K – – –
SWM
1145
Sagace Wealth Management
Florida
$252K +$244K +1,341 New
CHC
1146
City Holding Co
West Virginia
$252K -$45.5K -250 -15%
NIA
1147
NIA Impact Advisors
California
$250K +$250K +1,374 New
WBC
1148
West Branch Capital
Massachusetts
$247K – – –
SFP
1149
Strategic Financial Partners
Oregon
$247K – – –
JEST
1150
JTC Employer Solutions Trustee
Jersey
$246K – – –
44 45
46
47 48